Retirement plan

ENGINEERED HEAT TREAT, INC. SALARY SAVINGS AND P/S PLAN & TR

Name: ENGINEERED HEAT TREAT, INC. - ENGINEERED HEAT TREAT, INC. SALARY SAVINGS AND P/S PLAN & TR (2018) Form 5500
Creator: ENGINEERED HEAT TREAT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENGINEERED HEAT TREAT, INC. SALARY SAVINGS AND P/S PLAN & TR, ENGINEERED HEAT TREAT, INC.

ENGINEERED HEAT TREAT, INC.EIN 38-1615220Plan #002PY 2018

31271 STEPHENSON HIGHWAY - MADISON HEIGHTS, MI 48071248-588-5141LinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.6M

+11.6% from 2017

Total participants

0.0% from 2017

Average account balance

$393,177

+15.1% from 2017

Annual return

7.58%

-6.02 pp from 2017

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.85M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$224K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$936

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$78232

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$83K

$2513 / participant

Other / not subdivided$83K100.0%

% of EOY assets

0.659%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$393,177

$62,583+528.2%

$76,767+412.2%

$64,173+512.7%

Participation rate

90.9%

72.8%+18.1pp

77.0%+13.9pp

69.6%+21.3pp

Annual return

7.58%

-1.95%+9.5pp

2.43%+5.2pp

7.63%-0.1pp

Employer contribution / active EE

$10,655

$1,832+481.6%

$2,485+328.7%

$2,381+347.5%

Participant deferral / active EE

$3,926

$3,145+24.8%

$3,852+1.9%

$3,470+13.2%

Admin fee / account holder

$2,592

$4,667-44.5%

$6,675-61.2%

$4,887-47.0%

ENGINEERED HEAT TREAT, INC. SALARY SAVINGS AND P/S PLAN & TR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENGINEERED HEAT TREAT, INC. SALARY SAVINGS AND P/S PLAN & TR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion